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Brokerage Services for Insurance and Employee Benefits
Service Logs – Maintained by the service team, this allows us to moniter and track issues or questions
received from the membership at Bradley Arant Boult Cummings
Bi-Weekly HR Calls – Our bi-weekly service calls with the HR team at Bradley will keep all parties informed of
ongoing issues or progress pertaining to carriers
Internal Monthly Meetings – Conversations internally within CBIZ to discuss all Bradley Arant Boult
Cummings related items. At this time, we will also discuss what we are seeing out of the Bradley vendors
from other clients
Our lead Actuary, David Rubadu, has a wealth of experience in evaluating and creating exchanges for clients in the
stop-loss and healthcare realm. We will review exchange options as part of our marketing strategy.
Day-To-Day Service (Question 23 & 24)
Service has to be a core tenet of any Benefits Consulting Firm. At CBIZ, we
take service to the next level with organization, outreach, and availability.
The hours of availability for our team are from 7:00am – 6:00 pm Eastern
Time Monday through Thursday, and 7:00 am – 5:00 pm Eastern on Friday.
Our communications begin with a plastic Service ID card which we make
available to all of the Bradley Arant Boult Cummings employees which includes our Service Team’s contact
information and purpose to call. What might seem simple in concept, is incredibly unique in the market and has
been invaluable to our clients. All service activities received into our office are tracked and reported through our
servicing system. We are able to pull graphs showing most common inbound questions, time to resolve, and dates
of occurrence.
Kari Presley leads our bi-weekly service calls in conjunction with your HR Team. Prior to the call, she will send out a
list of open and closed service items year-to-date to discuss in detail each item. We will include a chart showing
description of service during our quarterly and annual Stewardship Report discussion. See the sample report in the
Appendix.
Reporting and Analytics (Question 25 )
Through our National Resources, we have many various reporting capabilities to fit the needs of Bradley Arant Boult
Cummings. Listed below, you will find a sampling of the more common reports provided. If the report Bradley
requires is not listed, it is likely we have the ability to obtain, or create the requested report.
Stewardship Reporting – An annualized report detailing the progress made over the prior year to your
benefits program and a look ahead at goals for the future. The report summarizes CBIZ’s activities for
Bradley Arant Boult Cummings, and recaps our initiatives going forward.
Monthly Experience Report – Monthly report showing on a calendar year and rolling 12-month basis of
expenditures and revenues/funding. The expenditures are broken out on a fixed and variable cost basis,
while the revenues/funding will show as Per-employee, Per-member, employer contribution, and total
revenue/funding amount. The second part to the Experience report dives into the monthly trend, loss ratios,
and future projections. The latter pages of the report dig into the pharmacy and large claimants as they
affect the expenditures.